Answers to common questions about our services and process.
We offer comprehensive tax, accounting, and advisory services including tax planning and preparation, bookkeeping, payroll processing, business advisory, S-Corp and entity structuring, and specialized NIL tax services for college athletes. Our services are designed for individuals, professionals, and businesses across all 50 states. View all services →
Yes! While we're based in Houston, Texas, we serve clients across all 50 states. Our founder, Larry Hay, is a licensed CPA in both Texas (CPA #118387) and California (CPA #143304). Our client portal and secure communication tools make it easy to work together no matter where you're located.
Getting started is simple. Book a discovery call and we'll discuss your needs, answer your questions, and determine the best engagement for your situation. Once we agree to work together, you'll be onboarded through our secure client portal where you can upload documents, communicate with our team, and manage your entire accounting relationship.
The Client Portal at portal.thewise.cpa is your secure, all-in-one platform for managing your relationship with The Wise CPA. It includes document sharing, direct messaging, billing and payments, task tracking, meeting scheduling, tax resources, WISE.TV video content, Wise Worksheets, and much more.
Our pricing is based on the complexity of your situation, including the number of states, entity types, and scope of engagement. We provide a personalized quote during your discovery call so there are no surprises. Book a Discovery Call →
The Playbook ecosystem includes specialized tax playbooks and resources. Playbook CPA is the hub for all tax playbooks — comprehensive guides and strategies for professionals and businesses. NIL Playbook is specifically designed for college athletes navigating NIL income, featuring free quizzes, guides, and expert tax planning resources.
Yes, we offer full-service payroll including payroll processing and direct deposit, W-2 and 1099 preparation and filing, employment tax deposits and reporting, and state payroll registrations and compliance. We handle everything so you can focus on running your business. Learn more →
Absolutely. We provide full S-Corp election analysis to determine if an S-Corp election makes sense for your situation, and handle the complete filing process. This includes entity comparison analysis (LLC vs. S-Corp vs. C-Corp), reasonable compensation analysis, and ongoing compliance to maintain your election. Learn more →
We serve a diverse range of industries including attorneys and law firms, doctors and medical practices, engineers and engineering firms, athletes (including NIL), entertainers and creatives, nonprofits and tax-exempt organizations, and small-to-medium businesses. Our industry expertise means we understand the unique tax situations and challenges you face. View services →
You can make payments through the billing section of your client portal, or use our secure QuickBooks Pay link for quick, convenient online payments.
Still Have Questions?
We're happy to help. Reach out and we'll get back to you within 24 hours.